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State Street SPDR MSCI Emerging Markets StrategicFactors ETF

33 hedge funds and large institutions have $52.2M invested in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.71% less ownership

Funds ownership: 42.81%37.11% (-5.7%)

8% less funds holding

Funds holding: 3633 (-3)

18% less capital invested

Capital invested by funds: $63.7M → $52.2M (-$11.5M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$23.6M -$1.85M -30,383 -8%
AP
2
Appleton Partners
Massachusetts
$8.11M -$37.3K -611 -0.5%
LPL Financial
3
LPL Financial
California
$5.02M +$1.46M +23,942 +45%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$657K +10,762 +32%
SPA
5
Sentinel Pension Advisors
Massachusetts
$2.44M +$161K +2,642 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.61M -$154K -2,529 -9%
OWA
7
Outlook Wealth Advisors
Texas
$1.35M -$27.4K -449 -2%
ADL
8
Asset Dedication LLC
California
$1.22M +$25.7K +421 +2%
AL
9
Aspiriant LLC
California
$935K
Bank of America
10
Bank of America
North Carolina
$579K -$13M -213,122 -96%
CWM
11
Cabot Wealth Management
Massachusetts
$525K +$118K +1,930 +31%
CW
12
CreativeOne Wealth
Kansas
$456K -$401K -6,571 -48%
TIM
13
Tortoise Investment Management
New York
$451K +$357K +5,845 New
FWM
14
Focused Wealth Management
New York
$410K -$40.3K -660 -9%
Ameriprise
15
Ameriprise
Minnesota
$407K -$7.87K -129 -2%
LFS
16
Lutz Financial Services
Nebraska
$356K +$4.45K +73 +1%
SFP
17
Strategic Financial Partners
Oregon
$287K +$854 +14 +0.3%
SSCA
18
South Shore Capital Advisors
Massachusetts
$256K +$203K +3,320 New
Citadel Advisors
19
Citadel Advisors
Florida
$236K -$2.19M -35,928 -91%
CAL
20
Capital Advisors Ltd
Ohio
$167K
Morgan Stanley
21
Morgan Stanley
New York
$112K -$9.46K -155 -8%
AF
22
Advisornet Financial
Minnesota
$107K -$4.7K -77 -4%
GM
23
GeoWealth Management
Illinois
$97K -$134K -2,195 -59%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$82.4K +1,351 New
Osaic Holdings
25
Osaic Holdings
Arizona
$84K +$8.79K +144 +13%

QEMM Hedge Fund Activity: Q4 2020 in Review

33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) for Q4 2020, worth a combined $52.2M — down 18% from $63.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QEMM and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $1.46M. The largest seller was Bank of America, cutting an estimated $13M.

  • 33 institutional investors held State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) as of Q4 2020, down from 36 in Q3 2020.
  • Funds reported $52.2M of State Street SPDR MSCI Emerging Markets StrategicFactors ETF stock for Q4 2020, down 18% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI Emerging Markets StrategicFactors ETF positions in Q4 2020 and 7 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF buyer in Q4 2020 was LPL Financial, an estimated $1.46M added.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF seller in Q4 2020 was Bank of America, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2020.